As a member of the Digital Advocacy Team within PWM Product, you will be responsible for driving user engagement, as well as driving adoption, across PWM products including AI. You will help develop and execute the strategy for socializing new product uplifts, major product enhancements and AI prompt use cases. You are passionate about enhancing the client and advisor experience through improved platforms and technology. You are a strong verbal and written communicator with an interest in using data to improve engagement with PWM tools.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees